Mediobanca Systematic Diversification

Features

Flexible sub-fund subject to controlled volatility which invests in the equity and bond markets, with the objective of keeping the contribution to the risk of the underlying balanced. Asset allocation responds flexibly  to the trends and the market opportunities with a  systematic investment process. The Sub-fund uses an Asset Allocation rule based on “Risk Parity”, a management approach that focusses on the allocation of risk and not on the allocation of weights, with the goal of building a genuinely balanced portfolio The investment in individual asset classes is made through the construction of “smart beta” portfolios, i.e. portfolios constructed with alternative weighting methods from market standards, which make it possible to obtain the best risk/return ratio, thanks to diversification that cannot be achieved through ratios constructed by capitalisation.

NAV PRICE

Mediobanca Systematic Diversification
Date01/27/2023
PriceShare109.997 €
Historical data
Date
Value €
01/26/2023
109.827
01/19/2023
109.705
01/18/2023
109.714
01/17/2023
109.565

Mediobanca Systematic Diversification
Date01/27/2023
PriceShare111.616 €
Historical data
Date
Value €
01/26/2023
111.442
01/19/2023
111.311
01/18/2023
111.319
01/17/2023
111.168

PERFORMANCE SCENARIOS
PAST PERFORMANCE